Centene withdraws 2025 guidance due to $1.8B risk adjustment hit

CENTENE CORP

2025-Q2 EPS reported $2.13 revenue$95,362,000,000

Withdraws 2025 GAAP and adjusted EPS guidance; preliminary $1.8B net risk adjustment revenue reduction (~$2.75 EPS impact).
Wakely data from 22 states (72% of Marketplace membership) shows significantly higher market morbidity than assumed.
Q2 Medicaid HBR expected higher than Q1 due to step-up in behavioral health, home health, and high-cost drug trends in NY and FL.
Medicare Advantage and PDP performing better than expected in Q2 2025; SG&A leverage continues.
Second quarter 2025 results to be reported on July 25, 2025.

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